Step 1 - Importing Customers into Pastel
Pastel Sales: Customer Sales Journal
Creation Date: Apr 16, 2025
Created By: Aidan Quin
# Customer Sales: Using the "Sales Journal"
The first thing is to import the default list of customer accounts which can be found here:
https://docs.google.com/spreadsheets/d/1JDKzMzir_bCIrlCHHXf3J4Iqm7aDHSLprrPKdOwcUSc?usp=drive_fs
1. Click here on the link above
2. Click here
3. Click here
4. Click here
5. Click on the Import Customer Accounts
6. Click the "Include Field Names" box
7. Click here
8. Select the file downloaded from the link at the beginning of the tutorial
Here it is again:
https://docs.google.com/spreadsheets/d/1JDKzMzir_bCIrlCHHXf3J4Iqm7aDHSLprrPKdOwcUSc?usp=drive_fs
9. Click here
10. Drag to highlighter
11. Match the columns if needed and click OK
12. Here are the imported records
13. Click here
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